New York Life

Regional Advisor Consultant

New York Life

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a driven and ambitious individual looking for a challenging and rewarding career opportunity? Do you have a passion for financial planning and a desire to help others achieve their goals? If so, then we have the perfect role for you. New York Life is seeking a Regional Advisor Consultant to join our team in [location]. As a leading provider of financial services, we are committed to helping our clients secure their financial future and achieve their dreams. In this role, you will have the opportunity to work closely with our financial advisors and play a critical role in driving business growth and success. To excel in this role, you must possess strong interpersonal skills, a deep knowledge of financial products and services, and a proven track record of building strong client relationships. If this sounds like you, we invite you to apply and join our team of dedicated professionals.

  1. Develop and maintain strong relationships with financial advisors to drive business growth and success.
  2. Provide expert knowledge of financial products and services to assist financial advisors in meeting their clients' needs.
  3. Collaborate with financial advisors to identify potential clients and develop strategies to meet their financial goals.
  4. Conduct regular meetings and trainings with financial advisors to educate them on new products, services, and industry updates.
  5. Analyze market trends and competitor strategies to develop effective business plans for the region.
  6. Utilize strong interpersonal skills to effectively communicate and build rapport with clients and financial advisors.
  7. Stay up-to-date on industry regulations and compliance standards to ensure all business practices are in accordance with company policies.
  8. Serve as a point of contact for clients and address any inquiries or concerns in a timely and professional manner.
  9. Monitor and track regional performance metrics and provide regular reports to management.
  10. Participate in networking events and industry conferences to promote the company's brand and services.
  11. Continuously strive to improve and enhance the overall client experience.
  12. Collaborate with other regional advisor consultants and management to share best practices and promote a cohesive team environment.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Bachelor's Degree In Business Administration, Finance, Or A Related Field.

  • Minimum Of 5 Years Of Experience In Financial Services Or Insurance Industry.

  • Proven Track Record Of Success In Sales And/Or Consulting Roles.

  • Strong Knowledge Of Financial Planning, Retirement Planning, And Insurance Products.

  • Excellent Communication, Interpersonal, And Presentation Skills.

Required Skills
  • Financial Planning

  • Networking

  • Communication

  • Time Management

  • Product knowledge

  • Problem Solving

  • Presentation skills

  • customer service

  • Relationship Building

  • Team Leadership

  • Market analysis

  • Sales Strategy

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Empathy

Compensation

According to JobzMall, the average salary range for a Regional Advisor Consultant is between $70,000 and $120,000 per year. This can vary depending on factors such as location, experience, and the specific industry or company. Regional Advisor Consultants often receive additional compensation such as bonuses, commission, and benefits packages, which can increase their overall salary.

Additional Information
New York Life is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 28th, 2024
Apply BeforeMay 10th, 2026
This job posting is from a verified source. 
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About New York Life

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.

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